Position Summary
SCS Financial is seeking a highly motivated Client Advisor to join our growing Boston office. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You’ll work closely with senior team members to deliver a seamless and sophisticated client experience The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism.
This role is located in Boston, MA.
Primary Responsibilities
- Support the implementation and maintenance of clients’ investment and strategic financial plans
- Coordinate account openings, transfers, and ongoing portfolio administration
- Prepare customized client meeting materials, presentations, and reports
- Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
- Confirm and track trading activity and other investment-related transactions
- Serve as a point of contact for client inquiries, ensuring timely and accurate responses
- Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs
- Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
- Maintain a high level of accuracy, organization, and discretion in handling confidential client information
- Ensure all client-related activities are compliant with firm policies and regulatory standards
Qualifications
- Minimum of a Bachelor’s degree in Finance, Economics or other related discipline
- Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred
- 0-3 years of relevant professional experience
- Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)
- Excellent organizational, prioritization, and time management skills
- Analytical with a strong attention to detail; problem solve effectively
- High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
- Strong written and oral communication skills
#LI-SF1
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Top Skills
SCS Financial Boston, Massachusetts, USA Office
888 Boylston Street, Suite 1010, Boston, MA, United States, 02199
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